Summa Corp.: BRK-B position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summa Corp. on BRK-B, newest first. How the timeline and the estimate are built.
Summa Corp. held 5,367 BRK-B shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 5,367 sharesChange vs previous 13F +299 shares
0.84% of the 13F portfolio, value $2,685,593.
13F-HR 0001214659-26-009701 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,068 sharesChange vs previous 13F +217 shares
1% of the 13F portfolio, value $2,428,586.
13F-HR 0001214659-26-005326 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,851 sharesChange vs previous 13F +250 shares
1.05% of the 13F portfolio, value $2,438,355.
13F-HR 0001214659-26-000679 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,601 sharesChange vs previous 13F +233 shares
1.02% of the 13F portfolio, value $2,313,107.
13F-HR 0001214659-25-015365 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,368 sharesChange vs previous 13F -170 shares
1.1% of the 13F portfolio, value $2,121,843.
13F-HR 0001214659-25-010906 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,538 sharesChange vs previous 13F +36 shares
1.4% of the 13F portfolio, value $2,416,848.
13F-HR 0001214659-25-006133 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,502 sharesChange vs previous 13F -260 shares
1% of the 13F portfolio, value $2,040,667.
13F-HR 0001214659-25-001191 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,762 sharesChange vs previous 13F not available
1.05% of the 13F portfolio, value $2,191,758.
13F-HR 0001214659-24-017623 filed by Summa Corp.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).